Ceeto Capital Group
CORAL GABLES, FLfiles as Ceeto Capital Group, LLC
$369m in 174 US stocks at the end of 30 June 2026. The top 10 are 43.2% of the money. It changed about 8.9% of the portfolio this quarter.
Value
$369m
Stocks
174
Top 10 share
43.2%
Turnover
8.9%
What changed this quarter
New
Bought for the first time this quarter.
- Lam ResearchLRCX0.6% of the fund
- CorningGLW0.5% of the fund
- Arista NetworksANET0.4% of the fund
- Intuitive SurgicalISRG0.2% of the fund
- LiquidiaLQDA0.2% of the fund
- AccentureACN0.2% of the fund
- D-Wave QuantumQBTS0.1% of the fund
- KLAKLAC<0.1% of the fund
- Cipher DigitalCIFR<0.1% of the fund
- Tractor SupplyTSCO<0.1% of the fund
- Honeywell InternationalHON<0.1% of the fund
- Honeywell AerospaceHONA<0.1% of the fund
- Invesco QQQ TRQQQ<0.1% of the fund
- Fifth Third BancorpFITB<0.1% of the fund
- Prudential FinancialPRU<0.1% of the fund
- Emerson ElectricEMR<0.1% of the fund
- Ishares TRIGV<0.1% of the fund
- Vanguard Tax-Managed FDSVEA<0.1% of the fund
- AeroVironmentAVAV<0.1% of the fund
- Laser PhotonicsLASE<0.1% of the fund
Added
Bought more of a stock they already held.
- NvidiaNVDA5.4% of the fund+4%
- MicrosoftMSFT2.9% of the fund+4%
- Amazon.comAMZN2.0% of the fund+5%
- Meta PlatformsMETA1.7% of the fund+26%
- BroadcomAVGO1.3% of the fund+5%
- International Business MachinesIBM1.2% of the fund+3%
- WalmartWMT1.1% of the fund+2%
- RTXRTX1.1% of the fund+8%
- Home DepotHD1.1% of the fund+10%
- AmgenAMGN0.9% of the fund+9%
- General ElectricGE0.8% of the fund+107%
- Applied MaterialsAMAT0.8% of the fund+44%
- Regeneron PharmaceuticalsREGN0.7% of the fund+4%
- McDonald'sMCD0.6% of the fund+13%
- Lowe's CompaniesLOW0.6% of the fund+4%
- Abbott LaboratoriesABT0.5% of the fund+12%
- Ishares TRFLOT0.5% of the fund+13%
- EatonETN0.5% of the fund+414%
- Generac HoldingsGNRC0.5% of the fund+54%
- Spdr Series TrustFLRN0.4% of the fund+14%
- Huntington Ingalls IndustriesHII0.4% of the fund+6%
- ServiceNowNOW0.4% of the fund+8%
- QualcommQCOM0.4% of the fund+38%
- Align TechnologyALGN0.3% of the fund+7%
- IntelINTC0.3% of the fund+65%
Cut
Sold some of their stake.
- PopularBPOP2.7% of the fund-25%
- Micron TechnologyMU1.0% of the fund-11%
- Advanced Micro DevicesAMD0.9% of the fund-15%
- OndasONDS0.8% of the fund-12%
- Kimberly-ClarkKMB0.4% of the fund-39%
- PfizerPFE0.3% of the fund-9%
- American International GroupAIG0.3% of the fund-25%
- NucorNUE0.2% of the fund-20%
- Flanigans EnterprisesBDL0.2% of the fund-2%
- FortinetFTNT0.2% of the fund-11%
- Goldman Sachs GroupGS0.2% of the fund-3%
- Automatic Data ProcessingADP0.2% of the fund-43%
- Nebius GroupNBIS0.1% of the fund-43%
- Barrick MiningB0.1% of the fund-12%
- NewmontNEM0.1% of the fund-17%
- Mondelez InternationalMDLZ0.1% of the fund-4%
- ComcastCMCSA0.1% of the fund-41%
- ETF Opportunities TrustACVF0.1% of the fund-36%
- DoorDashDASH<0.1% of the fund-33%
- FiservFISV<0.1% of the fund-61%
- Lockheed MartinLMT<0.1% of the fund-50%
- IntuitINTU<0.1% of the fund-57%
Sold out
Sold their entire stake.
- Palo Alto NetworksPANW-100%
- Honeywell InternationalHON-100%
- T-Mobile USTMUS-100%
- NextDecadeNEXT-100%
- Johnson Controls InternationalJCI-100%
- MetLifeMET-100%
- DOWDOW-100%
- LyondellBasell IndustriesLYB-100%
- GE HealthCare TechnologiesGEHC-100%
- GogoGOGO-100%
Holdings
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.9%
- Value
- $3m
- Shares
- 4,320
Held
- Ishares TRFLOT
- Share
- 0.5%
- Value
- $2m
- Shares
- 34,500
+13%
- Spdr Series TrustFLRN
- Share
- 0.4%
- Value
- $2m
- Shares
- 49,000
+14%
- Ishares TRIVV
- Share
- 0.3%
- Value
- $1m
- Shares
- 1,556
Held
- Pimco ETF TRMINT
- Share
- 0.2%
- Value
- $907,000
- Shares
- 9,000
+29%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AppleAAPL | 21.8% | $80m | 277,961 | Held |
| NvidiaNVDA | 5.4% | $20m | 99,406 | +4% |
| MicrosoftMSFT | 2.9% | $11m | 28,847 | +4% |
| PopularBPOP | 2.7% | $10m | 59,979 | -25% |
| Amazon.comAMZN | 2.0% | $8m | 31,500 | +5% |
| AlphabetGOOG | 1.9% | $7m | 19,460 | Held |
| AlphabetGOOGL | 1.7% | $6m | 17,770 | Held |
| Meta PlatformsMETA | 1.7% | $6m | 10,881 | +26% |
| VisaV | 1.6% | $6m | 17,388 | Held |
| Morgan StanleyMS | 1.6% | $6m | 28,204 | Held |
| Berkshire HathawayBRK-B | 1.6% | $6m | 11,681 | Held |
| AbbVieABBV | 1.4% | $5m | 20,290 | Held |
| BroadcomAVGO | 1.3% | $5m | 12,260 | +5% |
| International Business MachinesIBM | 1.2% | $5m | 16,053 | +3% |
| WalmartWMT | 1.1% | $4m | 37,500 | +2% |
| RTXRTX | 1.1% | $4m | 22,100 | +8% |
| JPMorgan ChaseJPM | 1.1% | $4m | 12,586 | Held |
| Home DepotHD | 1.1% | $4m | 11,225 | +10% |
| MerckMRK | 1.0% | $4m | 29,864 | Held |
| Eli LillyLLY | 1.0% | $4m | 3,030 | Held |
| Micron TechnologyMU | 1.0% | $4m | 3,125 | -11% |
| AmgenAMGN | 0.9% | $4m | 9,675 | +9% |
| Advanced Micro DevicesAMD | 0.9% | $3m | 5,600 | -15% |
| State STR Spdr S&P 500 ETF TSPY | 0.9% | $3m | 4,320 | Held |
| American ExpressAXP | 0.9% | $3m | 9,500 | Held |
| Darden RestaurantsDRI | 0.9% | $3m | 15,500 | Held |
| BoeingBA | 0.8% | $3m | 14,375 | Held |
| UnitedHealth GroupUNH | 0.8% | $3m | 7,326 | Held |
| General ElectricGE | 0.8% | $3m | 8,073 | +107% |
| OndasONDS | 0.8% | $3m | 358,000 | -12% |
| Applied MaterialsAMAT | 0.8% | $3m | 3,900 | +44% |
| ExxonMobil HoldingsXOM | 0.7% | $3m | 19,052 | Held |
| OracleORCL | 0.7% | $3m | 17,305 | Held |
| Regeneron PharmaceuticalsREGN | 0.7% | $2m | 4,000 | +4% |
| Cisco SystemsCSCO | 0.7% | $2m | 20,533 | Held |
| MastercardMA | 0.6% | $2m | 4,650 | Held |
| Bank of AmericaBAC | 0.6% | $2m | 41,870 | Held |
| Walt DisneyDIS | 0.6% | $2m | 24,600 | Held |
| McDonald'sMCD | 0.6% | $2m | 8,742 | +13% |
| Vertex PharmaceuticalsVRTX | 0.6% | $2m | 4,756 | Held |
| Lam ResearchLRCX | 0.6% | $2m | 5,400 | New |
| Lowe's CompaniesLOW | 0.6% | $2m | 10,150 | +4% |
| Johnson & JohnsonJNJ | 0.6% | $2m | 8,418 | Held |
| Procter & GamblePG | 0.6% | $2m | 14,208 | Held |
| ChevronCVX | 0.6% | $2m | 12,520 | Held |
| Costco WholesaleCOST | 0.5% | $2m | 2,077 | Held |
| Bristol-Myers SquibbBMY | 0.5% | $2m | 33,250 | Held |
| CorningGLW | 0.5% | $2m | 7,500 | New |
| PepsiCoPEP | 0.5% | $2m | 13,874 | Held |
| 3MMMM | 0.5% | $2m | 11,450 | Held |
| NetflixNFLX | 0.5% | $2m | 25,350 | Held |
| Abbott LaboratoriesABT | 0.5% | $2m | 19,800 | +12% |
| Ishares TRFLOT | 0.5% | $2m | 34,500 | +13% |
| EatonETN | 0.5% | $2m | 3,973 | +414% |
| Generac HoldingsGNRC | 0.5% | $2m | 5,700 | +54% |
| Wells Fargo & CompanyWFC | 0.4% | $2m | 19,503 | Held |
| CitigroupC | 0.4% | $2m | 11,151 | Held |
| ChubbCB | 0.4% | $2m | 4,500 | Held |
| Spdr Series TrustFLRN | 0.4% | $2m | 49,000 | +14% |
| Coca-ColaKO | 0.4% | $2m | 18,360 | Held |
| Huntington Ingalls IndustriesHII | 0.4% | $1m | 5,200 | +6% |
| ServiceNowNOW | 0.4% | $1m | 13,700 | +8% |
| Arista NetworksANET | 0.4% | $1m | 8,000 | New |
| QualcommQCOM | 0.4% | $1m | 7,300 | +38% |
| General DynamicsGD | 0.4% | $1m | 3,700 | Held |
| Waste ManagementWM | 0.4% | $1m | 5,851 | Held |
| Dell TechnologiesDELL | 0.4% | $1m | 3,000 | Held |
| Kimberly-ClarkKMB | 0.4% | $1m | 11,650 | -39% |
| PfizerPFE | 0.3% | $1m | 53,250 | -9% |
| KrogerKR | 0.3% | $1m | 22,750 | Held |
| Align TechnologyALGN | 0.3% | $1m | 7,300 | +7% |
| L3harris TechnologiesLHX | 0.3% | $1m | 4,200 | Held |
| VistraVST | 0.3% | $1m | 7,600 | Held |
| Rockwell AutomationROK | 0.3% | $1m | 2,400 | Held |
| Ishares TRIVV | 0.3% | $1m | 1,556 | Held |
| IntelINTC | 0.3% | $1m | 8,250 | +65% |
| Marsh & McLennan CompaniesMRSH | 0.3% | $1m | 6,700 | +34% |
| SalesforceCRM | 0.3% | $1m | 7,025 | Held |
| American International GroupAIG | 0.3% | $1m | 14,700 | -25% |
| Regions FinancialRF | 0.3% | $1m | 35,500 | Held |
| TJX CompaniesTJX | 0.3% | $1m | 7,000 | Held |
| ConocoPhillipsCOP | 0.3% | $1m | 10,000 | Held |
| Dominion EnergyD | 0.3% | $1m | 15,000 | Held |
| GE VernovaGEV | 0.3% | $945,000 | 804 | Held |
| Dollar GeneralDG | 0.3% | $938,000 | 8,150 | Held |
| Texas InstrumentsTXN | 0.3% | $924,000 | 3,100 | +182% |
| Pimco ETF TRMINT | 0.2% | $907,000 | 9,000 | +29% |
| US BancorpUSB | 0.2% | $906,000 | 15,000 | Held |
| NucorNUE | 0.2% | $893,000 | 4,000 | -20% |
| TargetTGT | 0.2% | $886,000 | 6,787 | Held |
| ProgressivePGR | 0.2% | $874,000 | 4,000 | Held |
| Phillips 66PSX | 0.2% | $845,000 | 5,000 | Held |
| RollinsROL | 0.2% | $845,000 | 20,250 | Held |
| TeslaTSLA | 0.2% | $841,000 | 2,000 | Held |
| Intuitive SurgicalISRG | 0.2% | $840,000 | 2,112 | New |
| Kimco RealtyKIM | 0.2% | $824,000 | 32,500 | Held |
| Toll BrothersTOL | 0.2% | $824,000 | 5,000 | Held |
| LiquidiaLQDA | 0.2% | $797,000 | 10,000 | New |
| Gilead SciencesGILD | 0.2% | $783,000 | 6,200 | Held |
| Uber TechnologiesUBER | 0.2% | $779,000 | 10,800 | Held |
Showing the largest 100 of 174.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 28.6% since 30 June 2025.
Where the money is
Technology41.6%
Financial services14.6%
Health care9.7%
Industrials7.9%
Media & telecom6.7%
Retail & consumer6.7%
Everyday goods5.2%
Energy1.8%
Materials0.8%
Utilities0.6%
Real estate0.2%
Other4.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.